Robin Palmer, CLTC, LTCP, CSA

Current

LTCi National Account Manager for VALIC Financial Advisors at PDI Financial Group

Past

Long Term Care Marketing Specialist, and VALIC National Account Manager at Marsh PCLIS
Regional Sales Manager at California Choice
State Farm District Life Sales and Marketing Specialist at State Farm Insurance Company

Corporate Membership Sales and Master Trainer at Town Sports International
Broadway Musical Theatre Performer at Broadway Theatres, NY, NY

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Education

New York University

Connections

12 connections

Industry

Insurance

Robin Palmer, CLTC, LTCP, CSA’s Summary

An accomplished, high-caliber professional with a proven sales track record. Seen as a positive, energetic, hard-working, out-going achiever with a history of exceeding expectations. Known for integrity, exceptional relationship-building and customer retention skills. Effective public speaker and trainer.

Robin Palmer, CLTC, LTCP, CSA’s Specialties:

account management, assets recovery, b2b, business development, closing, customer relations, customer satisfaction, financial, home office, insurance, management, marketing, microsoft excel, microsoft office, microsoft outlook, microsoft powerpoint, microsoft windows 2000, microsoft word, presentation skills, relationship building, sales, sales training, strategic, structured methods, training, broker management

Robin Palmer, CLTC, LTCP, CSA’s Experience

LTCi National Account Manager for VALIC Financial Advisors

PDI Financial Group

(Insurance industry)

May 2008 — Present (1 year 3 months)

Recruited as the Long Term Care Insurance National Account Manager for VALIC Financial Advisors. Responsible for training and advising over 1,700 advisors around the U.S. for selling Long Term Care insurance to their 403B and 401K clients. Train advisors to present and sell LTCi, lead weekly district conference calls, national webinars and VALIC new hire training sessions. Provide compliance education for states’ NAIC LTC Partnership licensing requirements.
Key Achievements:
Launched and manage national LTCi account for 1,700 VALIC Advisors throughout the country for MGA. Instituted and present weekly conference calls to 61 VALIC districts for Long Term Care insurance training. Maintained stable revenue during transition from AIG Retirement Advisors to VALIC Financial Advisors
Long Term Care Marketing Specialist, and VALIC National Account Manager

Marsh PCLIS

(Insurance industry)

May 2004 — December 2007 (3 years 8 months)

Built broker-dealer relationships and increased revenue for both individual and group sales. Advised financial planners and designed customized, benefit-rich LTCi products for their clients. As the National Account Manager for VALIC, conducted weekly conference calls to train advisors to successfully sell Long Term Care insurance.
Key Achievement as the LTCi National Account Manager for VALIC:
Doubled Long Term Care insurance sales revenue to $1.2 Million from 2005 to 2006
Regional Sales Manager

California Choice

(Insurance industry)

July 2003 — April 2004 (10 months)

Regional Sales Manager for Los Angeles. Designed and sold Group Health Insurance products for brokers and their clients. Implemented a structured sales process, from client presentations through onsite registrations.
Key Achievement:
Increased market share and revenue by 20% each quarter
State Farm District Life Sales and Marketing Specialist

State Farm Insurance Company

(Insurance industry)

January 2002 — June 2003 (1 year 6 months)

Prospected and conducted twenty customer annual review appointments each week; sold needs-based products to clients for over thirty State Farm Insurance agents. Excellent business development, relationship building, and closing skills.
Key Achievements:
Ranked #2 in California in paid premium
Rated #5 in the United States in paid premium
Corporate Membership Sales and Master Trainer

Town Sports International

(Public Company; 5001-10,000 employees; CLUB; Health, Wellness and Fitness industry)

January 1994 — December 2001 (8 years)

Sold corporate membership programs to Fortune 1000 Companies in a B2B environment. Increased sales revenues by creating new accounts through strong prospecting and relationship building skills. Managed Town Sports International corporate accounts for optimum retention and customer satisfaction.
Key Achievements:
#1 Salesperson in New York City region
Set company sales record (156% above quota)
Received Honor as the #1 Trainer (out of 1500)
Broadway Musical Theatre Performer

Broadway Theatres, NY, NY

(Entertainment industry)

June 1980 — December 1993 (13 years 7 months)

CATS; Grizabella
JOSEPH AND THE AMAZING TECHNICOLOR DREAMCOAT; opposite David Cassidy
THE PIRATES OF PENZANCE; co-starred with Linda Ronstadt and Kevin Kline
NUNSENSE; Sister Amnesia

Robin Palmer, CLTC, LTCP, CSA’s Education

New York University

Bachelor of Fine Arts (BFA) ,

Additional Information

Robin Palmer, CLTC, LTCP, CSA’s Groups:

Insurance Licenses: Long Term Care, Partnership, Life, Health, Property and Casualty, Annuities
Designations: CLTC, LTCP, CSA
Professional Sales Training: Dale Carnegie Sales Course, Needs Based Selling